See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,015 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $49,603 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES INSURANCE GROUP INC Service code 49 · EIN 59-1199408 | Other Services | $16,825 |
RAYMOND JAMES FINANCIAL SERVICES8+ years Filed as: RAYMOND JAMES FINANCIAL SERVICES IN Service code 49 · EIN 59-1531281 | Other Services | $16,106 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,271 | $95,388-8.5% | $125,339-30.4% | $77,904+12.0% |
| Participation rate | 93.8% | 78.6%+15.2pp | 82.4%+11.4pp | 73.7%+20.1pp |
| Annual return | -11.07% | 116.19%-127.3pp | 572.05%-583.1pp | 12.21%-23.3pp |
| Employer contribution / active EE | $2,236 | $3,666-39.0% | $4,814-53.5% | $2,848-21.5% |
| Participant deferral / active EE | $8,260 | $7,711+7.1% | $7,446+10.9% | $4,806+71.9% |
| Admin fee / account holder | $42 | $119-64.6% | $10,010-99.6% | $133-68.2% |